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Friday, July 25, 2025
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Standard Deviation

Credit where credit’s due—Modi govt has scripted an unbelievable banking success story

Indian banks, regulators, and investors weren’t worried when crises began exploding in US and European banks earlier this year. This resilience has been a long time coming.

Modi govt has a split personality—innovative on disinvestment, regressive on credit card spends

Scrapping the latest version of the Consumer Expenditure Survey, or denial on China dependence reveal the govt's signs of immaturity that are hard to ignore.

The pains and gains of Modi’s reforms are deferred—GST, banks to demonetisation

Even if credit expansion to corporates begins today, it’s too late for there to be any real impact in terms of new investments and job creation before May 2024.

Modi govt turning into Big Brother. Overly-protective TCS policies infantilising citizens

Prime Minister Modi talked about ‘minimum government’, but nobody thought he meant making the citizenry do the government’s job.

Vodafone to ONDC to BharOS, how govt is empowering small businesses and breaking duopolies

Food delivery and e-commerce are two sectors where the government has created an indirect mechanism to stop the duopoly system, without clipping the wings of the giants.

Modi govt not leveraging its parliament strength for economic reforms. Using it for politics

BJP’s pro-business, pro-economic reform image is now being dented, even though this regime is better positioned to make positive change than most before it.

Blinkit-like approach to reduce cost hurting economy and workers. Innovate, increase revenue

Investing in more capital than in employing labour can work in most countries. But India can't blindly emulate developed economies and reduce the amount of labour employed.

India innovates in labour. It doesn’t need the pressure to spend huge on R&D like US, Japan

India has cheap labour while conventionally R&D-intensive countries have cheaper capital. The whole debate on R&D needs to be recast to fit the realities here.

Indian policymaking is good when cautious, botched when rushed. Learn from US banking crisis

India has done great in regulation because it took time to think things through. The US banking crisis should encourage Modi govt to avoid rush jobs like demonetisation.

GDP data shows how well Nirmala Sitharaman handled pandemic economy. Critics judged too soon

The impact of pandemic meant that the revisions made to the data for 2020-21 and 2021-22, in particular, are even more significant than usual.

On Camera

Mumbai blasts acquittal must not set a precedent. It’ll hurt both agencies and judiciary

Several terror attack cases have been concluded by following the methods Maharashtra ATS used in the 7/11 case. It’s surprising that the high court didn’t find them worthy of legal scrutiny.

India-US set to ink mini trade deal soon, reach understanding on agricultural & dairy products

Mini deal will likely see no cut in 10% baseline tariff on Indian exports announced by Trump on 2 April, it is learnt, but additional 26% tariffs are set to be reduced.

During Operation Sindoor, Pakistan likely used NATO-style aerial tactics taught by China

The Chinese are said to have hired ex-fighter pilots & air force operators from NATO countries over the past several years to help them fine-tune their operational & flying capabilities.

Strategic partner one day, tactical nightmare the next: India’s learning Trumplomacy the hard way

Public, loud, upfront, filled with impropriety and high praise sometimes laced with insults. This is what we call Trumplomacy. But the larger objective is the same: American supremacy.